1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|Nippon India US Equity Opportunities-G||-16.45||3.25||7.58||1.76||-10.54||-17.80||-12.60||11.32||13.61||--||--|
|S&P BSE 500 TRI||-10.22||1.07||2.50||-2.78||-8.71||-8.19||0.25||13.34||11.33||--||--|
As on 24-Jun-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Nippon India US Equity Opportunities Fund | Invest Online||Jul-15||-12.60||11.32||13.61||2.49%||524|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||-13.60||19.47||19.38||0.58%||5,262|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan||Nov-18||-14.52||18.40||--||0.50%||3,601|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||-25.93||9.00||13.00||1.50%||3,116|
|Motilal Oswal S&P 500 Index Fund - Regular Plan||Apr-20||-5.77||--||--||1.07%||2,567|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||16.64||23-Mar-2020 - 30-Mar-2020||-16.41||11-Mar-2020 - 18-Mar-2020|
|Month||26.33||23-Mar-2020 - 22-Apr-2020||-30.81||20-Feb-2020 - 23-Mar-2020|
|Quarter||45.53||23-Mar-2020 - 22-Jun-2020||-25.95||23-Dec-2019 - 23-Mar-2020|
|Year||73.93||23-Mar-2020 - 23-Mar-2021||-17.51||17-Jun-2021 - 17-Jun-2022|
|Nippon India US Equity Opportunities-G||15.14||18.06||0.64||1.05||--||--|
|S&P BSE 500 TRI||16.28||22.07||0.58||0.66||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-May-2022
|Number of Stocks||23|
|Top 10 Stocks (%)||--|
|Top 5 Stocks (%)||--|
|Top 3 Sectors (%)||79.46|
|Portfolio P/B Ratio||4.35|
|Portfolio P/E Ratio||26.83|
|Average Mkt Cap (Rs Cr)||11,99,740||15,78,537|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Alphabet Inc Class A||Services||--||7.47|
|Microsoft Corportion (US)||Technology||--||7.17|
|Amerisource Bergen Corp||Services||--||6.03|
|Fidelity National Information Services I||Technology||--||5.99|
|United Health Group Inc||Healthcare||--||5.29|
|Booking Holdings Inc||Services||--||5.09|
|Amazon. com Inc. (USA)||Services||--||4.04|
|CVS Health Corporation||Healthcare||--||3.62|
|Fiserv Inc. (USA)||Technology||--||3.27|
|Ionis Pharmaceuticals Inc||Healthcare||--||2.31|
|Alnylam Pharmaceuticals Inc||Healthcare||--||2.05|
|The Walt Disney Company||Services||--||1.81|
|Uber Technologies Inc||Technology||--||1.74|
|NetFlix Inc. (USA)||Services||--||1.47|
|Baidu Inc. (China) (ADS/ADR)||Services||--||0.04|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-May-2022
Education: Ms. Desai is MSc(Economics)
Experience: Associate Equity Investements at NAM India Assisting Lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in stock selection and monitoring of overseas investments.
Education: Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
Experience: Prior to joining Nippon India Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
The scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the remaining in debt and money market securities in India.
|Min. Investment (₹)||100|
|Min. Addl Investment (₹)||100|
|Min. SIP Investment (₹)||1,000|
|Min. No of Cheques||6|
|Min. Withdrawal (₹)||100|
|Min. Balance (₹)||1|
|Lock-in Period||Not Applicable|
|Exit Load||1% for redemption within 30 days|
|Fund House:||Nippon India Mutual Fund|
|Return Since Launch:||11.90%|
|Benchmark:||S&P 500 TRI|
|Assets:||₹ 524 Cr (As on 31-May-2022)|
|Expense:||2.49% (As on 31-May-2022)|